Approved Partner Directory

Use our approved list of dental industry partners (CPAs, practice coaches, attorneys, software providers, real estate experts, insurance agents, transitions consultants, lenders, etc.) to identify professionals who can help grow your practice, avoid common mistakes, and protect your wealth.

Patient Communication

Peerlogic

Peerlogic is a forward-thinking technology company specializing in conversational AI solutions tailored for the dental and healthcare industries. Peerlogic uses...
Practice Management

CARESTACK

CareStack is used by large DSOs, single-office practices, and everyone in between. Our affordable and scalable solution comes bundled with...
Transitions

Triumphant Transition Partners

  Triumphant Transition Partners is a full-service, national sell-side advisory firm representing sellers and groups with the successful transition of their practices....
Staffing

Janie Health

Janie Health provides remote front / back office support to dental practices of all sizes. Our aim is to help...
Dental Cooperative

Dental Cooperative

Since organizing in 1998, the Dental Cooperative has grown to be the largest platform for independent dentists to help fortify...
Technology

Method

Method is the only spend management platform designed by procurement experts, specifically for dental practices. Engineered to scale with you...
Asset Management

Eckard Enterprises

Eckard Enterprises, LLC (Eckard) is a family-owned and operated alternative investment and asset management firm, specializing in the U.S. oil...
Technology

Profit Socket

ProfitSocket is practice profitability software that drives in-office change and growth by helping dentists know how they produce, how they...
Technology

ADP

For over 75 years, we’ve led the way in defining the future of business solutions. ADP is proud to be...
Marketing

Pain-Free Dental Marketing

Pain-Free Dental Marketing is more than just your marketing team, they’re your strategic partners, invested in seeing you succeed. From...
Practice Management

Sunrise Dental Solutions

We blend the clinician, the businessperson and the human being. We analyze the entire practice, then custom-tailor a blueprint designed...
Humanitarian

Elevation Association

Be a part of our amazing dental community!  We are all about camaraderie, helping you reach your personal and professional...

Partners of Dentist Advisors are approved through an application process that includes an interview with one or more of our Certified Financial Planner™ professionals. Prospective Partners are evaluated for overall alignment with the dental industry as well as our culture and approach to conflict mitigation, among other factors. Dentist Advisors typically receive compensation from approved partners for ongoing promotion. Dentist Advisors has no direct affiliation with approved partners. In order to mitigate our own conflicts of interest, any compensation we receive is at a flat rate and unrelated to the nature of, or the number of, referrals within the network.